Everything that makes templates smart and keeps a team working from the same version.
-
All team templates and snippets in one hub
Keep every Word template, Excel file, and email snippet your team uses in one shared workspace, organized in folders, searchable, and open to the right people.
Learn more → -
Text snippets with fillable fields
Create reusable text and email snippets with fields that ask for what changes every time, then copy them, or insert them anywhere with one click.
Learn more → -
Turn documents into templates
Open the Word or Excel files your team already uses, put fields where the text changes, and they are templates, with no rebuilding, no reformatting, ready in minutes.
Learn more → -
Fields, merge tags and formulas
Five kinds of fields ask for what changes; merge tags fill in what is already known; formulas calculate the rest, from dates and totals to sentences that depend on a choice, without a line of code.
Learn more → -
AI assistant
Describe the text you need and get a draft with the fields already in place; let the assistant find the changing parts of a document you paste in; fill a form from an email in one step.
Learn more → -
Browser extension
Your workspace in the browser's toolbar. Pick a snippet, fill in its fields, and the text goes straight into the email, ticket or form you were writing.
Learn more → -
Automatic document numbering
Give every document the next number in its sequence and a title built from a pattern you define, so nothing is tracked by hand and every document is easy to find and quote.
Learn more → -
Notes and guidelines
Put instructions right where they are needed, before the form is filled in, in every field's hint, and with the finished document, so people know what to enter and what to do next.
Learn more → -
Every document on record
Each document your team creates is recorded (who made it, when, from which template, with what number), and the file goes where you want it, whether your device, your inbox, or OneDrive and SharePoint.
Learn more →